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Transition

Our team is excited to announce the launch of our new firm, TOVA Wealth.

We appreciate each and every one of you who have chosen to trust us over the years. 

In the same way you value choice with your investments, we value choice in our practice, which is why we are making this change. 

We ask that you continue to place your trust in our team and we’re excited to embark on this journey together.

Answering Your Questions:

We have a vision to free our clients from the one-size-fits-all solutions that have become all too common with big investment firms.

Our mission is to provide tailor-made investment solutions. We believe in empowering our clients and introducing choice and flexibility into our practice.

Functioning as an independent firm allows us to bring flexibility back to an industry that has grown rigid. We will no longer feel pressure to suggest what bank should be used or to add services our clients don’t want or need. Our allegiance lies solely with our clients. This separation allows us to truly act as fiduciaries.

We’re not working for shareholders or managers; our commitment is to you and your financial well-being.

It means having the freedom to work with clients who are the right fit for our team, regardless of account size or investment style.

Having the power to choose what technology and tools work best for us and our clients.

We will be unconstrained to integrate estate and tax planning into our overall practice. 

There will be no change to our investment philosophy.

We always have been and always will be advisors that provide solutions based on our clients best interest.

The personal connection you value will remain unchanged. The same advisors you’ve grown to trust are going to continue to care for you.

Ensuring the safety of your assets is of utmost importance to us.

After a lot of due diligence, we chose the Bank of New York Mellon, Pershing to be TOVA Wealth’s primary custodian. Founded by Alexander Hamilton in 1784 and with nearly $50 trillion dollars in assets under custody today, they are the largest custodian in the world and longest operating bank in the United States. 

It’s the best of both worlds, you’ll receive the safety and security of a large financial institution, with enough separation where we can truly focus on what matters most to you.

No, almost everything can transfer in kind.

You can expect a call from us within a week or two.

We will then create a digital packet of forms that you’ll be able to easily sign and return.

Once we’ve received your approval, we’ll be able to safely transition your assets to our new custodian, where we will be able to continue to serve you.

If you’re not comfortable with a digital approval, please don’t be concerned. We are happy to send out paper documents for signature, as you’re used to now. 

Once your transition to our new custodian is complete, you will be able to access your account information online just as you do now.

For most of our relationships this will be a simple, digital transition.

If it were up to us, we would have included you before today, but the reality is that due to our highly regulated industry and contractual obligations, we were unable to inform you prior to leaving.

Our New Model

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Registered Representatives of Sanctuary Securities, Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. TOVA Wealth Management, LLC is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.